# Travel request workflow template

> Plan a business trip with its estimated costs, get approval for the expensive ones and have everything booked.

Category: Operations. 4 steps, 16 form fields.

## Steps

### 1. Trip

Owner: Whoever starts the request.

Tell us where you are going and how much it should cost.

Fields:

- Destination (text, required)
- Departure (date, required)
- Return (date, required)
- Purpose of the trip (long text, required)
- Estimated costs (table, required): Type, Details, Qty, Unit cost, Total
- Estimated total (calculated)
- Cash advance (checkbox)

### 2. Approval

Owner: A person or team you choose.

Trips above 2,000 need the manager's approval.

Approval: Approvers you choose.

Due in 2 days (business time).

Fields:

- Cost center (text, required)
- Notes (long text)

### 3. Booking

Owner: A person or team you choose.

Book tickets and lodging and send the vouchers.

Due in 3 days (business time).

Fields:

- Bookings (table, required): Item, Booking code, Amount
- Total booked (calculated)
- Advance paid (amount, required)
- Tickets and vouchers (files, required)

### 4. Trip report

Owner: The requester.

Back from the trip, report the results and what you spent.

Due in 5 days (business time).

Fields:

- Results of the trip (long text, required)
- Spent during the trip (amount)
- Receipts (files)

Use this template: https://easy.wf/register
Page: https://easy.wf/templates/travel-request